FPFS
ACH

First Personal Financial Services’s Accendra Health ACH Stock Holding History

First Personal Financial Services’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-606
Closed -$9K – 858
2018
Q1 		$9K Buy
606
+522
+621% +$9.31K ﹤0.01% 816
2017
Q4 		$2K Sell
84
-435
-84% -$9.64K ﹤0.01% 968
2017
Q3 		$15K Sell
519
-477
-48% -$14.1K ﹤0.01% 636
2017
Q2 		$32K Buy
996
+22
+2% +$722 0.01% 502
2017
Q1 		$34K Sell
974
-180
-16% -$6.43K 0.01% 469
2016
Q4 		$41K Buy
1,154
+34
+3% +$1.15K 0.01% 411
2016
Q3 		$39K Buy
1,120
+80
+8% +$2.8K 0.01% 320
2016
Q2 		$39K Buy
+1,040
New +$39.1K 0.01% 314

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Personal Financial Services's ACH Position: Q2 2018 in Review

First Personal Financial Services sold out of Accendra Health (ACH) in Q2 2018, closing a stake of 606 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in ACH in Q2 2016 and held it in 8 quarters. The position peaked at $41K in Q4 2016. 229 funds tracked by Wall St. Rank hold ACH as of Q2 2018.

  • First Personal Financial Services reported no remaining Accendra Health position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 606 Accendra Health shares in Q2 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in Accendra Health in Q2 2016 and held it in 8 quarters.
  • First Personal Financial Services's Accendra Health position peaked at $41K in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Accendra Health as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.